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MSP

Madison Strategic Sector
MSP

Delisted

MSP was delisted on the 5th of October, 2018.

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17 hedge funds and large institutions have $25.2M invested in Madison Strategic Sector in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

13% more funds holding

Funds holding: 15 → 17 (+2)

2% less capital invested

Capital invested by funds: $25.6M → $25.2M (-$429K)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
Brinker Capital
Pennsylvania
+$1.3M
2
KIM
Karpus Investment Management
New York
+$971K
3
SFS
Shaker Financial Services
Virginia
+$223K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$216K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$152K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$2.12M
2
Morgan Stanley
Morgan Stanley
New York
-$166K
3
UBS Group
UBS Group
Switzerland
-$28.3K
4
Wells Fargo
Wells Fargo
California
-$27.3K
5
Bank of America
Bank of America
North Carolina
-$9.06K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$16.2M +$971K +83,538 +6%
BC
2
Brinker Capital
Pennsylvania
$2.15M +$1.3M +112,254 +141%
IA
3
Icon Advisers
Colorado
$2.05M +$20.4K +1,755 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.51M +$152K +13,104 +11%
Morgan Stanley
5
Morgan Stanley
New York
$886K -$166K -14,287 -15%
Wells Fargo
6
Wells Fargo
California
$542K -$27.3K -2,351 -5%
SFS
7
Shaker Financial Services
Virginia
$357K +$223K +19,168 +152%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$236K – – –
RCM
9
Rivernorth Capital Management
Florida
$229K -$2.12M -182,591 -90%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$209K +$216K +18,618 New
Citigroup
11
Citigroup
New York
$183K +$2.38K +205 +1%
PRS
12
Pinkerton Retirement Specialists
Idaho
$161K – – –
UBS Group
13
UBS Group
Switzerland
$157K -$28.3K -2,439 -15%
Ameriprise
14
Ameriprise
Minnesota
$142K +$147K +12,644 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$129K +$4.39K +378 +3%
Bank of America
16
Bank of America
North Carolina
$58K -$9.06K -780 -13%
PCG
17
Private Capital Group
Connecticut
$2K +$1.84K +158 New
SEI Investments
18
SEI Investments
Pennsylvania
– -$1K -91 Closed

MSP Hedge Fund Activity: Q1 2018 in Review

17 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Madison Strategic Sector (MSP) for Q1 2018, worth a combined $25.2M — down 1.7% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MSP positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Brinker Capital, adding an estimated $1.3M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.12M.

  • 17 institutional investors held Madison Strategic Sector (MSP) as of Q1 2018, up from 15 in Q4 2017.
  • Funds reported $25.2M of Madison Strategic Sector stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 3 funds opened new Madison Strategic Sector positions in Q1 2018 and 1 closed out, a net change of +2 holders.
  • The largest Madison Strategic Sector buyer in Q1 2018 was Brinker Capital, an estimated $1.3M added.
  • The largest Madison Strategic Sector seller in Q1 2018 was Rivernorth Capital Management, an estimated $2.12M sold.

Based on aggregated 13F filings for Q1 2018.